How set a textTabs into a embedded signer and then remove the signer

0
votes

i am trying to set "effective date" without Routing Order. So I have 3 signers one of them is an embedded signer. So the idea (thanks Larry K) is after the regular signers completed their signs, I will set a textTabs with the current date and then remove the embedder signer so the envelope change their status to completed.

So I am doing this.

POST /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/recipients/{recipientId}/tabs

recipientId = is the id of the embedded signer

{
"textTabs": [
    {
        "tabId": "effectiveDate",
        "value": "31 August 2020",
        "locked": "true",
        "font": "Calibri",
        "fontSize": "Size9",
        "bold": "true",
        "anchorString": "**sd**",
        "anchorUnits": "pixels",
        "anchorYOffset": "-2", 
        "anchorXOffset": "-5"
    }
]
}

After that I delete the embedded signer and the envelope is completed, but the value of the textTabs is not showing in any document. This is part of the response of the POST after created the textTabs in the embedded signer.

{
"textTabs": [
    {
        "isPaymentAmount": "false",
        "shared": "false",
        "requireInitialOnSharedChange": "false",
        "requireAll": "false",
        "value": "31 August 2020",
        "required": "true",
        "locked": "true",
        "concealValueOnDocument": "false",
        "disableAutoSize": "false",
        "maxLength": "0",
        "font": "calibri",
        "bold": "true",
        "italic": "false",
        "underline": "false",
        "fontColor": "black",
        "fontSize": "size9",
        "localePolicy": {},
        "documentId": "3",
        "recipientId": "1",
        "pageNumber": "1",
        "xPosition": "130",
        "yPosition": "74",
        "width": "0",
        "height": "0",
        "anchorString": "**sd**",
        "anchorXOffset": "-5",
        "anchorYOffset": "-2",
        "anchorUnits": "pixels",
        "anchorCaseSensitive": "false",
        "anchorMatchWholeWord": "true",
        "anchorHorizontalAlignment": "left",
        "anchorTabProcessorVersion": "v1_3",
        "tabId": "3cf87755-ee56-4bb2-94bb-25fc5309c66c",
        "tabType": "text"
    }...

Can anyone tell me what I am doing wrong?

2
docusignapi

2 Answers

0
votes

Tabs are associated with signers, if you remove the signer - the tabs for it will be removed. So, not sure what you were trying to do here, but if you remove a recipient in DocuSign, it will remove any tabs (text tabs, sign her tabs, date tabs) that were tied to this recipient.

0
votes

Your requirements are complicated, here is a modified solution to your original question that was answered by Larry that should work if you follow this:

Add a new integration user as a Certified Delivery recipient at the end of the envelope once everyone signs, webhook pings the app app checks the Date Signed values for each recipient app creates a text field for the CD recipient and populates it with the last value (test in demo, this used to be possible and likely still is but isn't actually supported) app changes CD recipient to CC (also test to make sure the role change doesn't wipe the field. Again, used to work, likely still does) envelope completes with text field populated